Planning for the Future with Wills and Trusts

For families and carers of a disabled person it is vitally important to make arrangements and properly plan for the future when you are no longer there to care for them. 

On Wednesday 22nd November 2023 at 10am to 11.30am we are hosting a webinar with specialist lawyer Philip Warford from Renaissance Legal. He will talk to parents and carers about how to plan for the future using carefully prepared Wills and Trusts. 

Philip will talk about the importance of making a Will and how a Trust can be a useful tool to help manage funds for a disabled person throughout their lifetime. He will explain how to safeguard means tested benefits and how to provide financial security for loved ones. 

Philip will talk through the different Trust options available, including a Discretionary Trust and a Disabled Person’s Trust. He will explain the differences and how personal circumstances, flexibility and value all play a part in deciding which Trust suits each family. 

Philip’s presentation is live and there is a Q&A at the end.

 If you would like any further information, please click here for more details and resources or email aidan.mcwilliams@accesscharity.org.uk.